Moran Wealth Management’s Willis Towers Watson WTW Stock Holding History

Moran Wealth Management’s Portfolio WTW Stock Details WTW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-17,225	Closed	-$5.28M	–	543
2025 Q2	$5.28M	Sell	17,225 -1,913	-10%	-$593K	0.16%	176
2025 Q1	$6.47M	Buy	19,138 +25	+0.1%	+$8.15K	0.22%	141
2024 Q4	$5.99M	Buy	19,113 +28	+0.1%	+$8.59K	0.19%	146
2024 Q3	$5.62M	Sell	19,085 -818	-4%	-$229K	0.17%	158
2024 Q2	$5.22M	Sell	19,903 -126	-0.6%	-$32.5K	0.17%	167
2024 Q1	$5.51M	Sell	20,029 -390	-2%	-$103K	0.18%	159
2023 Q4	$4.93M	Sell	20,419 -711	-3%	-$164K	0.18%	168
2023 Q3	$4.42M	Sell	21,130 -256	-1%	-$54.6K	0.17%	163
2023 Q2	$5.04M	Sell	21,386 -657	-3%	-$151K	0.19%	154
2023 Q1	$5.12M	Buy	22,043 +210	+1%	+$50.8K	0.19%	155
2022 Q4	$5.34M	Buy	+21,833	New	+$4.99M	0.2%	141

Other funds holding WTW

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Moran Wealth Management's WTW Position: Q3 2025 in Review

Moran Wealth Management sold out of Willis Towers Watson (WTW) in Q3 2025, closing a stake of 17,225 shares — an estimated $5.28M sold.

Moran Wealth Management first reported a position in WTW in Q4 2022 and held it in 11 quarters. The position peaked at $6.47M in Q1 2025. 729 funds tracked by Wall St. Rank hold WTW as of Q3 2025.

Moran Wealth Management reported no remaining Willis Towers Watson position as of Q3 2025 after selling out during the quarter.
Moran Wealth Management sold 17,225 Willis Towers Watson shares in Q3 2025, an estimated $5.28M.
Moran Wealth Management first reported a position in Willis Towers Watson in Q4 2022 and held it in 11 quarters.
Moran Wealth Management's Willis Towers Watson position peaked at $6.47M in Q1 2025.
729 funds tracked by Wall St. Rank held Willis Towers Watson as of Q3 2025.

Based on Moran Wealth Management's 13F filing for Q3 2025, filed 23 Oct 2025.